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Financial Services

The team at Dynamite Recruitment have historically recruited for a variety of clients across the Financial Services sector for many years, however this has recently been formalised with the formation of a specific division headed by Chloe Emmerson.

Dynamite Financial Services recruits across the IFA market, Wealth Management, General Insurance, Investment and Mortgage business. Our team are extremely well connected, meaning that we are often able to connect our clients with great talent without the need for conventional advertising. We source first class candidates using a variety of tools for permanent, contract and temporary vacancies and ensure that only the most suited people meet our clients. We work hard to understand client role requirements and other necessary synergies ensuring that time spent interviewing Dynamite candidates is always a sound investment.

We cover the entire Financial Services market, UK wide. Common placements include:

  • Paraplanners
  • IFA & IFA Administration Support
  • Actuarial
  • Compliance
  • Audit
  • Mortgage Advisors
  • Fund Management
  • Credit & Risk Management
  • Wealth & Asset Management
  • Audit
  • Investment Operations
  • Claims
  • Pensions & Pensions Administration

  • FUND ADMINISTRATOR

    Reporting the Head of Investments and Directors, this is a full time role that would suit an experienced individual whom has previously or is currently working in a similar role and environment. It will only be possible to consider applicants with suitable similar experience. Whilst primarily administrative, all staff are encouraged to utilise their respective skills and abilities in other areas of company's activity to further their own career development. Creation and updating of Company terms of business documentation Drafting of non-disclosure and confidentiality agreements Production of Investment Management and Advisory agreements from draft to final versions Preparation and circulation of Fund resolutions Arranging the execution of resolutions and agreements Assist with the maintenance of documentation and literature Produce and maintain Company and Fund disclaimers Compliance Review of marketing and promotional material Compliance Revi...

    Vac. Type:
    Permanent
    Location:
    Chichester, West Sussex
    Salary:
    £30000 - £40000 per annum
    Vac. Ref:
    BBBH4926_1544637107
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  • IFA Administrator

    IFA Administrator / Trainee Paraplanner Full Time and Part Time roles will be considered A brand-new opportunity has arisen to work as part of a lively, friendly and well-respected Wealth Management firm, providing administrative support. This is an exciting, fast paced and varied role, which will include liaising with clients and Financial Planners. We provide a personal, independent and bespoke wealth management service to high net worth clients. What's needed for me to be considered? Day to Day Activities Managing the 'Letters of Authority' process Accurate data input and keeping back office system updated Scanning documents Chasing providers for outstanding documentation Onboarding and supporting new Financial Planners Producing annual review documents Booking client review meetings Running ad-hoc admin projects Knowledge of Word, Excel, Outlook and fully IT literate Knowledge and experience in working with provider platforms Attention to ...

    Vac. Type:
    Permanent
    Location:
    Reigate, Surrey
    Salary:
    £20000.00 - £24000.0 per annum + study support, benefits
    Vac. Ref:
    BBBH5274_1544629307
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  • IFA Administrator

    IFA Administrator £18K-£20K DOE 9am- 5:30am Monday - Friday Full Training Given We are recruiting for a client who has the opening for a financial services administrator to work in a Financial Planning company in Bournemouth. The Role: Answer any telephone queries professionally and efficiently. Ensure client meeting packs are ready Update client Portfolios on TP ensuring values and information are correct Chase new business to ensure completion The Ideal Candidate: Has experience in Financial Services Great Personality Confident on the phone High Attention to detail Computer Literate This role will interview and commence almost immediately so little or no notice period would be ideal but is not essential! If you would like to apply please do on the Dynamite Recruitment website or call 02392 455422 and ask for Grace or Chloe! Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.

    Vac. Type:
    Permanent
    Location:
    Poole, Dorset
    Salary:
    Up to £20000.00 per annum
    Vac. Ref:
    BBBH5263_1544114005
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  • Data Management Assistant

    Data Management Assistant required URGENTLY for a local based IFA in Fareham area. Salary of £25,000 pa We are working with a superb Wealth Advisory company based in the Fareham / Whiteley area. An ambitious quick learner is required for a varied and hands-on role, within a team of three, in a dynamic fast-growing and innovative business at the cutting edge of the wealth management and financial services industry. Developing and maintaining systems for data input and import Checking and monitoring data feeds from external sources including holdings, transactions, pricing feeds and book costs Creating and maintaining error reporting and data audit tools Roll out of self-checking tools and improving culture of data ownership within individual teams Assist with client reporting processes including periodic valuations Liaison with software providers. MS Excel skills are essential (advanced level) Knowledge of MS Access advantageous Attention to de...

    Vac. Type:
    Permanent
    Location:
    Fareham, Hampshire
    Salary:
    Up to £25000.00 per annum
    Vac. Ref:
    BBBH5262_1544105668
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  • IFA

    Qualified QCF Level 4 - Client Relationship IFA - Existing client bank no new business required £75 - £85k BASIC - no commission We are recruiting for a rare opportunity to work with a long term existing client bank. This role is advising the clients on their Wealth and making sure that reviews are up to date, advising on any changes or recommendations that is required to benefits the clients Wealth and circumstances. This role is not your typical IFA role as this does not require any new business development but managing the current book and the relationship. Our client has requested that the individual is qualified to minimum Diploma Level 4 or ideally Chartered. You will be able to demonstrate you have worked as an IFA or worked in a Relationship management role previously and has a strong IFA Industry background including advising on Pensions and Investments. and is keen to work with a client bank that does need any development in respects...

    Vac. Type:
    Permanent
    Location:
    Woking, Surrey
    Salary:
    Up to £80000.00 per annum + Pension + Benefits
    Vac. Ref:
    BBBH5260_1544020788
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